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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Make signature file appear in emails sent from Customer Manager

    Make the signature file automatically appended to emails created by Customer Manager.

    7 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Bulk edit contacts as we were able to do in BCM

      Bulk edit contacts as we were able to do in BCM.

      When a customer changes name and email domain we may have to edit up to 500 contacts

      3 votes
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      • Sending Mass Emails

        Is it possible, or will it be possible to send mass emails from OCM?

        Ideally having a function to create an advanced filter like BCM would be great.

        This is a MUST for our company and many others I expect.

        21 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Please add the ability to paste information into a new contact.

          Ability to paste data into Customer manager fields when adding a new customer.

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Outlook Customer Manager for Android

            Make an Android version of OCM

            15 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Change Owner

              Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

              5 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • adjust (zoom) screen view

                The ability to zoom the screen view would help as most of the columns are "off the page." Adjusting the width of the columns like in xls would also help

                2 votes
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                • 2 votes
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                  • 2 votes
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                    • Share Contact and Share Company should default to yes

                      When creating a new contact or company, the Share Contact or Share Company setting should default to true. For small business, there is rarely a time where everyone doesn't see everything that is created.

                      6 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Query data from Excel directly

                        I want to use the get and transform tools in excel to query this data - similarly to how I query exchange date - but I don't know what source to point to - please advise

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Create Reporting Capabilities

                          It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

                          20 votes
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                            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • does not seem to be syncing accross computers

                            I enterd many deals in computer A - signed on to computer B and the deals are not showing up

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Flag for Email to see if they are in the Contact manager

                              It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

                              31 votes
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                              • meetings related to deals

                                when I enter a meeting from the deal details and schedule it, it does no appear as a future event in the deal window - am I missing something?

                                1 vote
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                                • pin sub items of parent items like tasks

                                  allow people to pin open sub items such as tacks of parent items like deals -

                                  1 vote
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                                  • Ability to assign tasks

                                    Allow Tasks to be assigned to other Users (internal) of an organization.

                                    20 votes
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                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • inherit company address

                                      when you assign an existing company to a contact, provide option to inherit company address details

                                      2 votes
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                                      • Contact categories or groups for mailing lists etc

                                        I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                                        33 votes
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                                          4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Creating new document-folder for deal automatically

                                          Hi,
                                          I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
                                          Pleas implement a function that automatically creates this folder.

                                          Alternatively, maybe a good compromise.
                                          In Deal/Document there is a " + Button" where you can select
                                          Add Link
                                          or
                                          Add File

                                          There should be a third selection named
                                          Create Folder

                                          Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


                                          First you have to Add an existing file (I always use a 1 kB File that I delete…

                                          3 votes
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                                          Outlook Customer Manager

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